We know the content and data managed on 4U must be sourced from one or more "upstream" systems while the approval statuses managed through 4U may also need to be maintained in a variety of "downstream" systems. That's why 4U is building a variety of ways to update and connect to 4U Content records, including file uploads and APIs. While much has been done, this is only the beginning as we will continue to expand the options available to your company for leveraging our integrations framework.

Users can upload documents and CSV metadata files to save time managing large numbers of the following record types:

4U supports the ingestion of data files provided via SFTP for the purpose of bulk maintenance on a scheduled basis for large numbers of the following record types:

4U Engage Integration Extracts provide Wealth Management companies with an easy way to embed relevant and approved partner content links in their internal advisor facing systems.

A limited number of companies are now live with early access to our new 4U Content API for building solutions to sync content with their upstream CMS, DAM and/or marketing compliance tools.

Our robust and adaptable API framework has been designed to address the integration needs for Investment Companies to maintain Content on 4U at scale.

Contact our Integrations Team at integrations@4uplatform.com to learn more.